Calvert Large Cap Fund Quote
| CSXAX Fund | USD 53.75 0.50 0.94% |
Performance Mild
| Odds Of Distress Low
|
Calvert Large Cap (CSXAX) currently is priced at $53.75 as of March 11, 2026, representing 0.94% up on the day after opening at $53.25. CALVERT US currently exhibits 21% estimated likelihood of financial distress over the forecast period. Over the prior 90 trading days, CALVERT US has produced modest risk-adjusted performance, in line with its mild performance profile. The performance scores are derived for the period from December 11, 2025 through March 11, 2026. Learn more.
CALVERT Mutual Fund Highlights
Calvert Large Cap [CSXAX] is traded in USA. The fund is listed under the Large Blend category and is part of the Calvert Research and Management family. This fund currently has accumulated 5.93 B in assets under management (AUM) with no minimum investment requirements. Calvert Large Cap is currently producing a year-to-date (YTD) return of 0.59%, while the total return for the last 3 years is 18.59%. CALVERT US financial stability analysisInstrument Allocation
Notable Updates
| Fund Concentration | Calvert Research and Management Funds, Large Blend Funds, Large Blend, Calvert Research and Management, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2026 |
| Expense Ratio Date | 1st of February 2026 |
| Fiscal Year End | September |
Sector Allocation
Investors will always prefer to have their portfolios diversified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on CALVERT Mutual Fund.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy.
Calvert Large Cap Risk Profiles
| Mean Deviation | 0.6498 | |||
| Semi Deviation | 0.7229 | |||
| Standard Deviation | 0.9772 | |||
| Variance | 0.9549 |
Calvert Large Cap Against Markets
CALVERT Mutual Fund Analysis Notes
The fund generated a five-year return of 11.0%. Calvert Large Cap holds 99.79% of assets under management (AUM) in equities. This fund's last dividend was $0.26 per share. Calvert Large Cap (CSXAX) recorded $855.5 million in Total Assets and $5.9 billion in Net Assets.Investor Notes and Alerts
Automated alerts tied to Calvert Large Cap help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
| Calvert Large Cap generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Buy 3 Artisan Mutual Funds for Consistent Returns - Zacks Investment Research | |
| The fund holds 99.79% of its assets under management (AUM) in equities |
Top Calvert Large Cap Mutual Fund Constituents
| FB | ProShares Trust ProShares | Etf | |
| JNJ | Johnson Johnson | Stock | |
| CSCO | Cisco Systems | Stock | |
| KO | The Coca Cola | Stock | |
| VZ | Verizon Communications | Stock | |
| AAPL | Apple Inc | Stock | |
| V | Visa Class A | Stock | |
| TSLA | Tesla Inc | Stock | |
| T | ATT Inc | Stock | |
| PG | Procter Gamble | Stock | |
| NVDA | NVIDIA | Stock | |
| MSFT | Microsoft | Stock | |
| MA | Mastercard | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| INTC | Intel | Stock | |
| HD | The Home Depot | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| DIS | Walt Disney | Stock | |
| BAC | Bank of America | Stock | |
| AMZN | Amazon Inc | Stock | |
| C | Citigroup | Stock | |
| PFE | Pfizer Inc | Stock | |
| GE | GE Aerospace | Stock |
CALVERT US Outstanding Bonds
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
CALVERT US Predictive Daily Indicators
Daily trading signals in Calvert Large Cap help active traders monitor momentum, reversals, and volume pressure while the session is still developing. The better setups usually come from combining these signals with strict risk limits, because short-term data can reverse quickly when liquidity thins.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 53.75 | |||
| Day Typical Price | 53.75 | |||
| Price Action Indicator | 0.25 | |||
| Period Momentum Indicator | 0.5 |
CALVERT US Forecast Models
Quantitative forecast tools for Calvert Large Cap focus on patterns in observed data, which makes them especially useful when the market is moving faster than traditional bottom-up research can refresh. Used well, forecast models can complement fundamental research by showing where observed price behavior still supports or contradicts the discretionary thesis.About CALVERT U.S. LARGE CAP CORE RESPONSIBLE INDEX FUND CLASS A
The fund overview for CALVERT US summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to Calvert Research and Management Funds, Large Blend Funds. The current allocation is approximately 100.0% equities. It is classified under Large Blend within the Calvert Research and Management family.
Methodology
Unless otherwise specified, data for Calvert Large Cap is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Calvert Large Cap market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: We reference public fund disclosures, holdings reports, and market data feeds and regulatory disclosures, including those published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data may be normalized and delayed in some cases. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Calvert Large Cap may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.